Plan Snapshot
- Plan Sponsor: Mersen Usa Holding Corp.
- Sponsor EIN: 220807643
- Sponsor Address: 400 MYRTLE AVE, BOONTON, NJ, 07005
- Plan Type: DB
- Total Participants: 70
- Total Assets: $49.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 70 | $49.9M | $509,567 | $0 |
| 2023 | 76 | $50.1M | $879,439 | $0 |
| 2022 | 84 | $47.1M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $26,828 | — | $26,828 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,828
- Estimated Expense Ratio: 0.054% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $384,538 | $35,226 | $117,425 | $26,828 | — |
| 2023 | $598,151 | $33,355 | $142,699 | $8,453 | — |
| 2022 | $606,743 | $37,028 | $170,161 | — | $14,708 |